Steve enjoys helping clients identify their estate planning goals and assisting them with the design, implementation and monitoring of retirement income strategies. Specializing in the areas of wealth preservation and capital transfer, he is committed to making only those recommendations to clients that he would make for himself, if in a similar situation. He has been continuously active in the financial services industry since starting his career in 1990.
Steve earned his bachelors of science in Business Management with a concentration in Marketing from Bob Jones University, graduating cum laude. He has maintained a commitment to learning throughout his career, obtaining the designations of Chartered Life Underwriter (CLU®), Chartered Advisor in Senior Living (CASL®) and Certified Financial Planner (CFP®). He holds Series, 6, 7, 63,and 65 securities registrations and has Life, Accident and Health insurance licenses.